Designer Home Page Overview
This section covers the appRules Designer environment. It covers the main components including the toolbox, the designer, the property grid associated with the active activity, the Main Menu and Ribbon bar.
Designer
The main menu gives you access to the general features:
System settings including runtime, user, data source and project definitions.
The Run menu for directly running jobs.
Logs/Statistics for viewing logs and statistics from running and completed jobs.
Check In/Check Out for checking in and checking out project databases.
Job Monitor for monitoring running jobs.
The Designer is the work surface for composing appRules projects. It is the drag/drop environment on which activities are defined and connected to form the flow of the process. To add a workflow activity to any part of the designer, drag it from the toolbox and drop it on the designer.
The Toolbox shows the available workflow activities including the Generic activities and appConnector activities. The activities in the toolbox are grouped into sections.
The project toolbar gives you access to the project management tools and the properties of the currently opened Project
Main Menu
Menu | Option | Description |
File | Log Into Project Database | To Open a different project Database |
User Settings | To Edit the current user settings | |
Configure Toolbox | To Add or Remove activity modules from the current Toolbox | |
Master Admin Options | This submenu gives access to the Admin features (Create New Project Database and other utilities). | |
Developer Options | If the current user is a developer, his submenu includes options for additional settings including project settings. | |
Log Out | Log Off from the current database and close the application | |
Settings | RunTime Settings | Define the runtime settings for the different environments (Test, Production, Development…) |
Users | (Admin Only) Define and change user types and settings. | |
Data Sources | Manage settings for the Data Sources used in the current project database including metadata generation and connections | |
Projects | Manage the settings for all projects in the current project database including Conditions, Actions, Schedules, Notifications, etc. | |
Run | Validate Project | Validates a selected project and displays results. |
Run Project | Runs a select project directly | |
Rerun Data Migration Job | If the platform product is Data Migration Engine or the Enterprise Portal, this option reruns a data migration job. |
Logs/Statistics | Project Run Details | Displays the complete Logs/Stats of a selected project ordered by Run Instances |
Project Run Instances | Displays the Run Instances of a selected project | |
Database Log Entries | Displays the contents of the logs for a selected project based on a specific date range. | |
Project Activity Statistics | Displays the statistics related to project activities. | |
Project Data Source Statistics | Display the statistics about the project data sources. | |
System Log Files | Access the optional log files generated if extended logging is selected at runtime. | |
CheckIn/CheckOut | CheckIn Project Database | Checks in (copy) one project database into another. Note: Source records are not locked for editing. |
CheckOut Project Database | Checks out (copy) one project database into another. Note: Source records are locked for editing. | |
Data Source Browser | Browse selected records in any supported data source type using the data source browser. | |
Job Monitor | Monitor and control all running jobs using the Job Monitor. |
Project Toolbar
Options | Description |
New | Creates a new project. |
Open | Opens an existing project. |
Save | Saves the current project designer settings. |
Details | Displays the Project Details for the currently selected project. Project settings including, schedule, notifications, variables, etc. can be added, changed or deleted. |
Validate | Validates the current project and displays the results. |
Run | Runs the current project |
Logs/Stats | Displays logs and statistics for the current project |
Undo | Undo the last designer action |
Redo | Redo the last designer action |
Zoom in | Increase the size of the designer view |
Zoom out | Decrease the size of the designer view |
Delete | Deletes the selected activities from the designer view |
Adding Modules to the Toolbox
To include activity modules in the toolbox, click the gear icon located at the top right of the toolbox in the home page or select "Configure Toolbox" from the File Menu:
Select the modules to be included from each category (eg CRM, ERP, etc.) and Click ”Reset Toolbox” when done.
Last updated
